WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 279 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $549,071 | -8.4% | 13,405 | -5.9% | 0.01% | -14.3% |
Q2 2023 | $599,153 | -72.5% | 14,249 | -73.2% | 0.01% | -74.1% |
Q1 2023 | $2,175,063 | +303.2% | 53,076 | +2.2% | 0.03% | +80.0% |
Q4 2022 | $539,481 | -68.9% | 51,920 | +12.6% | 0.02% | -48.3% |
Q3 2022 | $1,737,000 | +250.2% | 46,106 | +262.0% | 0.03% | +262.5% |
Q2 2022 | $496,000 | -13.1% | 12,735 | -1.0% | 0.01% | -11.1% |
Q1 2022 | $571,000 | +0.4% | 12,869 | +0.4% | 0.01% | 0.0% |
Q4 2021 | $569,000 | +167.1% | 12,823 | +149.9% | 0.01% | +80.0% |
Q3 2021 | $213,000 | -31.3% | 5,131 | -30.5% | 0.01% | -37.5% |
Q2 2021 | $310,000 | -1.6% | 7,386 | -5.1% | 0.01% | -11.1% |
Q1 2021 | $315,000 | -5.7% | 7,786 | -18.8% | 0.01% | -18.2% |
Q4 2020 | $334,000 | +12.1% | 9,584 | -6.9% | 0.01% | +10.0% |
Q3 2020 | $298,000 | -14.6% | 10,290 | -16.6% | 0.01% | -28.6% |
Q2 2020 | $349,000 | -62.6% | 12,332 | -68.1% | 0.01% | -68.9% |
Q1 2020 | $933,000 | -50.5% | 38,601 | -22.2% | 0.04% | -40.0% |
Q4 2019 | $1,886,000 | +8.7% | 49,598 | +3.8% | 0.08% | -2.6% |
Q3 2019 | $1,735,000 | -2.7% | 47,796 | -3.0% | 0.08% | -29.4% |
Q2 2019 | $1,784,000 | +10.1% | 49,272 | +8.8% | 0.11% | +3.8% |
Q1 2019 | $1,620,000 | +9.8% | 45,274 | -2.9% | 0.10% | +10.5% |
Q4 2018 | $1,475,000 | -15.6% | 46,644 | -1.5% | 0.10% | -29.1% |
Q3 2018 | $1,747,000 | +7.9% | 47,378 | +4.5% | 0.13% | -9.5% |
Q2 2018 | $1,619,000 | +106.5% | 45,346 | +93.2% | 0.15% | +64.4% |
Q1 2018 | $784,000 | +1.2% | 23,473 | +8.4% | 0.09% | -14.3% |
Q4 2017 | $775,000 | -99.1% | 21,650 | +2338.1% | 0.10% | +600.0% |
Q2 2017 | $86,231,000 | – | 888 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |